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I have got Zapier to fetch new email attachments, and save them automatically to Dropbox. I would like to be able to rename the files before saving using variables such as current date, time, and sender. Is this possible?
Hi EveryoneI’m a begginer with automation and zapier I want to upload invoices sent to clients and received from providers (eg Telecom) from my Gmail to my Dropbox. This will ease my accountant activitiesFor that I'm using the standard zap : Save new attachments in Gmail to DropboxThe fact is that in some emails received or sent (eg Telecom), there are many attachments (pdf and png or excel)I only want to upload the PDF attachements which is the statement that my Accountant will needHow can I select the file type in the zap ?Thanks a lot and have a good evening/day Daniel
I’m trying to create a Slackbot of sorts that posts a daily message at 9am every weekday that assigns the next person in a list to a recurring task.Right now, I got as far as setting up Formatter and then “Pick from list”. However, the only options are returning the first item, last item, or random item in the list. Instead, I want it to pick the next item in the list from the previous one that was chosen. Basically, for every new daily Slack message that gets posted, it just chooses the next name in the list, instead of being random.Any way to accomplish this?
I’m trying to add a new line item to a Xero invoice created during the Zap. Is this even possible?I’ve tried using the Formatter > Utilities to create a new line item, but can’t make it work.Seems this is not a feature? (The connected apps in the zap are: Quanderno --> Xero)Thanks for any advice on this!
Hi,I am using zapier to integrate with monday. When an appointment is reschedule via acuity i want that the new date and the time to be updated in monday.With the reschedule possibility in zapier now is the update one specific appointment. How can i do an integration that is automatically looks which item it should update?In zapier when i use the reschedule option in zapier , only the specific item /id in that workflow is being updated. No new one will be updated.Marwin
Hello! I hope you are well. I have set up the predefined zap “Create Microsoft To-Do tasks for new or updated Google Calendar events”. This is great because it pulls everything from my work calendar into my to do list. However, what I am now trying to achieve is if I alter the due date of a task in Microsoft To-Do then it alters the event date in Google Calendar. For example, if I create an entry in my calendar for “Job 1” today it automatically gets pulled into my to do list with a due date of today with the existing zap, but if something comes up and I change the due date to next week, I want the new zap to then move that event in my Google Calendar. I’ve tried to set it up as follows:When this happens… Updated Tast in Microsoft To-DoChoose App & Event - Microsoft To-Do / Updated TaskDo this… Update Event in Google CalendarChoose App & Event - Google Calendar / Update Event Customise Event - Start Date & Time: “Due Date Time Date Time”However, when I run the test I get “T
I’m trying to create a new receipt in QB from Airtable, but I need the new receipt to track a split in the donation for different types of “products/services” in QB. I’ve tried the Line Itemizer, but I can’t find a way to assign the different types of donations into separate “products/services” lines in QB. For example, I receive a $100 donation, but the donor wants to designate $50 for “sponsorship,” $30 for “General,” and $20 for “Other.” I’ve created the Zap to get the $100 from Airtable to QB and assigned to the correct “Donor,” but I can’t seem to figure out how to show the individual lines (I do have separate fields in Airtable for each “type” of donation). Any suggestions? Thanks, Dave
I am new to this - seems very exciting & I can see possibilities . . . been getting email for months. But hold on there 15m, 5min 1min polling - you've got to be kidding? I create a subscription - zap it to Sheets . . . actually not . . . wait 15 min Customer waiting to login with his new app which is also zapping the spreadsheet to verify the new license is OK. Waiting forever! - Its a non starter. Is there any work-around or decent speeds for the future - I’m thinking 10s
Hi all We’re using a Calendly booking system to ensure our office doesn’t go over the allowed 32 spots. The idea is for people to book in a spot whenever they want but once a day at 9:00am the bot posts the event which contains the number of spots filled along with the names of the people who have booked in. My thinking is calendly- append data - release to slack at 9:00am each weekday problem is how do I ensure it’s just grabbing data for that day? thanks
Collecting data on a google form. Need that to generate a doc from a template (ideally google docs), then send a pdf of that doc via email. Constraints: google doc created needs strict permissions (not available to public via url) pdf should not be saved at end of process I’ve setup google doc template, and successfully merged rows from sheets w doc, which creates a doc file that is private. Issues: Cloud print even using same credentials can’t access the doc correctly and “prints” a login screen to pdf rather than the doc convertapi returns “success” without any document payload docmerge looks like it might work but is prohibitively priced If I use the Drive app in zapier to adjust permissions on doc, I can’t change them back to private at end of zap Even if I successfully cloud print the doc to pdf, it saves to root (ok - I can “move” it), and I can’t delete it after emailing it So, any suggestions? Ideal would be solution that can convert private google doc file to pdf, but
Hi All, I am new to the Zapier world and had a question. I’m currently using Zapier webhook app to pass data in and trigger a new Zapier integration i am implementing. Through process I started to wonder how it is that I can collect responses from my Zapier integrated app back to original requester. In other words, how to pass back response the app making requests to the webhook. For context, I am just finishing up the Oauth 2 Authentication proccess, I have added my triggers and currently implementing the ‘API Configuration’ when this question dawned on me. Any feedback is greatly appreciated!
I’m using the Webflow Form Submission trigger which sends all fields as a flat object, meaning if I want to use it in the Code action, I have to map each field to a variable in the GUI. The problem is that if I ever add/remove fields in my form, I have to change the zap as well. Ideally, Webflow would send all of the form data nested under a single variable, but since that’s unlikely to happen, I’m reaching out to the community. Is there a way I can get all of the fields from an action nested under single variable? To illustrate, here’s the data I get from Webflow: { "siteName": "Example Site", "submittedAt": "2020-05-16T15:56:29.795Z", "name": "Example form", "data__Full Name": "Person A", "data__Email": "person@example.com", "data__Favorite Color": "Green"} What I’d like it to look like: { "siteName": "Example Site", "submittedAt": "2020-05-16T15:56:29.795Z", "name": "Example form", "fields": { "data__Full Name": "Person A", "data__Email": "person@example.com", "data__Favorite Colo
I have a google sheet where I import data from Salesforce including “account name” and then the zap creates a Trello card for each row with Account Name being the card title. That works fine. I am wondering if there is a way to have the cards refresh each time the Google sheet gets updated. Meaning if there is an account that gets removed the Trello Card would then get removed. SO in effect keeping the trello cards in sync with the data in the google sheet. Any idea?
How can we Send Google calendar notification to whatsapp using ZAP code option We are using custom JS code or a simple URL to ping on Whatsapp via website button eg https://wa.me/919876543210?text=Hello,%20How%20can%20we%20help%20you%20 it ping a simple text on user no. sender and receiver as “Hello, How can we help you” How using the above code can we customize our message in a way where we pull data from google calendar and send it across the message
I’ve been having issues trying to integrate Thinkific and DocuSign. When I go to create the zap, it cannot connect to my Thinkific account. I checked, and I have the correct account type, correct API key and sub-domain...it keeps giving me the same error message. Please help!!
Hi, I am having some issues with the Google Spreadsheet and the conditions for the lookup. I would like to update my spreadsheet cell. The issue is that to find the Row I have two options. Looking the Row with a Number or looking the row with a Name. The Number is not always available but it is more accurate. How do I tell zapier? - Lookup Number in Spreadsheet IF CANNOT FIND NUMBER - Lookup NAME in Spreadsheet IF CANNOT FIND NAME - Notify me
Hi, I would like to create a new row on a google spreadsheet. But I would like that row to be created on line 6 not at the top or not at the bottom of the sheet. How can I manage to have every new row created in Line 6 of the sheet? Thank you
I’m working on a private integration that has uses an ssl certificates and private key for authentication. I don’t know which authorization option to use in the zapier platform builder. I’d be find with doing this with webhook, but I can’t seem to find how to pass the key and pem files to zapier.
Hey!I'm connecting Slack to ClickSend (sms) and want to send and sms from a Slack message.So the Slack message has the following structure:"+46735112233This is the message.It can be on one line or multiple lines, it's all up to the person writing the message" Now I want to split the phone number from the actual message and use them in separate parts of my zap.The Zap1) The zap uses string.number_extract to get the phone number. This is then used to populate the receiver field in the ClickSend action step. This step is working as intended, yihaa!2) I then want to use the rest of the message as the body of the sms. This is where the problems begin :) I have tried the following approaches:Split into line items using [:newline:] and then add a filter on line items NOT starting with < (since Slack formats the number as "<tel:+46735112233>"). This fails because then the whole flow stops since there is no looping through all line items in the filter ste
I'm stepping over my line of experience as I do regularly...Trying to build a private app for Mindbody Online (https://developers.mindbodyonline.com/PublicDocumentation/V6#authentication) but the authentication is killing me.Somebody told me he's also done it with Session Auth, but I'm fouling that up somehow. Pointers would be greatly appreciated, or if someone had time to do a video call for an hour or so, I'd gladly pay for you time.Thanks!
I hope this is a solvable problem, but when I set up an integration with google sheet, google sheets will not send Zapier the data of any column if that column includes a link.Here is a quick video of me going over what I am talking about:https://www.loom.com/share/5bbbb17090c44ddea5adaf485e42d686
I use a very similar zap at the moment - where a new google sheet entry creates a Jira ticket. It works perfectly. However, i want to use this for a new ticket type, and facing some issues. The Jira ticket that i want it to create has about 20 fields, which i automatically populate using data gathered in the google sheet. This works perfectly for all the fields that are plain text fields, as the data just goes straight in.However, where the fields in the Jira ticket are dropdown lists, or multiple choice, i cannot use the google sheet data to populate the fields. The data in the google sheet is identical, and word-for-word the same, as the data in the drop down list in the jira ticket, however, when trying to test the zap, i get the attached error. From high level, it is saying that "Travel&Hospitality" cannot be passed, as the allowed fields are ... 17146[Travel&Hospitality]... etc". I tried doing a look up table so that it would enter "17146[Travel&
I seem to be having trouble getting the payment to apply to the invoice created in a previous step but within the same zap. I have put in a 1 minute delay between the "Create Invoice" and the "Create Payment" steps. Any tips?
Originally asked by @IgniteMarketing:There are multiple “ifs” possibilities, where we’ll want to do additional actions depending on data received on a form. What’s the best way to set it up? A simple filter would cause it to end too early if a certain if fails but I need to do another.Paths are a potential option, but can multiple paths trigger at once?
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